Allowing coaches, sales reps and other team representatives to have real-time access to team stores and microsites can help streamline operations.
Our admin portal has been designed to streamline customers' view and give them greater control over their orders.
The terms team store, group stores and microsites may be used interchangeably throughout this article but all refer to the same thing. Read more about this here.
What are the benefits of the admin portal?
Whether you're a coach, a CEO or a sales representatives, you'll now be able to see how well your group store is converting when your store is open and active. Granting coaches, sales reps and other team representatives admin access to your team store or microsite ensures complete transparency. Keep track of how many orders have been created, how much you have sold, raised, and what products you have sold, at-a-glance.
This is a huge time-saving for custom and promotional businesses: team coaches won't have to spend time calling merchants to request reports and merchants can avoid report generation and continuous conversation.
Set the availability for each link and share it with any groups or team leaders you'd like to have access.
How do I use this feature?
To use the admin portal, your store needs at least one open and close cycle. Once this has been set up, you can then share the link to the store with team representatives. This link will allow them to see limited store information on who has placed an order and how much has been ordered in total.
The admin portal offers the customer visibility on:
- Overview page
- Print functionality (overview only and print all)
- Store share links
- Social media share links
When you share the link with the team's representative, they will need to login first. If they don't have an account yet, they will need to create one first.
The overview page provides an overview of the orders placed (quantity sold), the total sales, and fundraising for a specific period of time.
You can share store links and social media links.
You can also print out the overview page.
The orders tab provides a list of all orders placed.
The fundraising tab provides a list of funds raised.
The products tab provides a breakdown of the quantities ordered by product.
Setting admin portal permissions
You may want more than one team representative to access the team's admin portal. To restrict access to specific users, assign team store admin portal permissions.
Setting up admin access can be done in one of two ways:
- Through merchants who want to grant someone admin access to the admin portal.
- Through admins of the admin portal who want to grant someone else admin access.
How to grant admin access to others as a merchant
1) Configure your email
The very first step is to configure your email settings in the dashboard.
- Go to Settings > Contact Email.
- Add the sender email address in the Admin Portal Invitation. The sender address is the address the email originates from. For example: firstname.lastname@example.org will be the email displayed when a message is sent from merchant to customer. You can only have one sender email in place. Read more on configuring sender email addresses here.
Contact emails must first be defined at an account level. All team stores will inherit the account settings, if not overwritten. Read more here.
Email configuration on the account level only needs to be done once.
2) Invite users to the admin portal
Next, go to team stores in your sidebar and select the team store you'd like to grant your user admin access to.
Generate an email invitation for your nominated user by adding their email in the Manage Requests field.
Please note, the first user you invite is an admin by default. Admins will need to accept the invite and log in or their permissions will still show as restricted.
How to grant admin access to others as an admin
Log in to your Admin Portal, go to Permissions, then Invite Representatives. Add the email address of your nominated user into this field.
Admins with access to your team store or microstore benefit from complete transparency. They'll be able to keep track of how many orders have been created, the total amount sold, how much has been raised for charity or nominated causes, and individual products sold, at-a-glance. And they can also take care of the admin by inviting users and assigning them admin access so you don't have to.
This is a huge time-saving that streamlines communication and report requests, while offering a single source of truth for your business.
What happens on the nominated user's side?
Invited recipients have to sign up to the store, verify their email, and then log in in order to access the admin portal.
Once an invite has successfully been created, the recipient will receive an email invitation like the one below.
Once they confirm their account and if full admin portal access has been gained, they will then be able to invite their team members to become admin portal users too, by following the steps in the flow above.
Can I remove admin access or general access to my users?
Yes. Admins and admin portal access can be removed by either a merchant or another admin at any time.
1) Merchant view (Dashboard)
Go to Dashboard > Team Stores > (select a team store) > Admin Portal > Active Users, and remove the relevant access from your users via the three dots to the right of their email.
2) Admin view (Admin Portal)
Go to the Admin Portal > Permissions > Manage Requests > Active Users ,and remove the relevant access from your users via the three dots to the right of their email.